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Commercial Real Estate Analyst

  • Job
    Full-time
    Junior & Mid Level
  • Accounting & Tax
    Banking & Finance
  • Frankfurt

AI generated summary

  • You should have a degree in finance or real estate, knowledge of CMBS, Excel proficiency, analytical skills, and be able to travel across Europe. Advanced qualifications are a plus.
  • You will analyze European CMBS transactions, conduct credit assessments, monitor cash flow assumptions, lead performance reports, represent the firm on site, and assist with presentations and client inquiries.

Requirements

  • • Completed a bachelor (or equivalent) degree in finance, real estate or a related area.
  • • A Master, CFA or accounting designation (enrollment or completion) and experience in securitization are considered definite assets.
  • • Previous work-experience in the financial services industry (especially in the commercial real estate sector) is a plus.
  • • Basic understanding of European CMBS transactions.
  • • Proficiency in Microsoft Excel. Advanced knowledge and practical skills in using Word, PowerPoint and Outlook.
  • • Knowledge of analytical programming languages (VBA, Python, etc.) is a plus.
  • • Excellent written and oral English language skills.
  • • Knowledge of another European language/s is a plus.
  • • Demonstrated analytical abilities, with a high attention to detail and producing high quality work.
  • • Curiosity to develop new applications and to perform complex analyses, and ability to learn new analytical approaches proactively
  • • Must be available and able to travel across Europe occasionally as part of the role.

Responsibilities

  • Provide support in the CMBS rating process for European transactions; predominantly in underwriting commercial real estate loans in accordance with Morningstar DBRS’s European CMBS rating methodology.
  • Provide credit analysis and use quantitative tools to assess the credit worthiness of single-loan and multi-loan European CMBS.
  • Determine and monitor Morningstar DBRS net cash flow assumption for all major property types (office, retail, logistics, multifamily, hotel) and a variety of loan sizes (EUR10 million to >EUR500 million) based on property performance, market dynamics and loan structure.
  • Lead the publication of European CMBS performance analytics reports on www.dbrs.com.
  • Accompany senior analysts and ultimately represent Morningstar DBRS at site inspections of all major property types throughout Europe.
  • Help produce detailed committee memos as well as assist drafting published presale and rating reports distributed to investors containing the culmination of research and analysis.
  • Present loan level analysis, transaction structural summaries and quantitative results to credit committee.
  • Conduct market research and financial analysis for rating committees, research, investor meetings and conferences.
  • Assist senior members of the team to develop reports for investors and for presentations to be delivered at conferences.
  • Respond to client and colleague inquiries regarding methodologies, analysis and research.

FAQs

What is the main role of the Commercial Real Estate Analyst at Morningstar?

The main role of the Commercial Real Estate Analyst is to support European CMBS lead analysts in rating new and monitoring existing European CMBS transactions, alongside conducting credit analysis and market research.

What qualifications are required for this position?

Candidates should have a completed bachelor's degree in finance, real estate, or a related area. A Master's, CFA, or accounting designation is a plus, along with previous work experience in the financial services industry, particularly in commercial real estate.

How many years of experience are required for this role?

The role requires 2–4 years of relevant work experience.

Is proficiency in any software required for this job?

Yes, proficiency in Microsoft Excel is required, and advanced knowledge of Word, PowerPoint, and Outlook is also necessary. Knowledge of analytical programming languages such as VBA or Python is considered a plus.

Will the analyst be involved in site inspections?

Yes, the analyst will accompany senior analysts and represent Morningstar DBRS at site inspections of major property types throughout Europe.

What kind of reports will the analyst help to produce?

The analyst will assist in producing detailed committee memos, presale and rating reports for investors, as well as performance analytics reports on European CMBS.

Are there opportunities for travel in this role?

Yes, the candidate must be available and able to travel across Europe occasionally as part of the role.

What type of work environment does Morningstar offer?

Morningstar offers a hybrid work environment, allowing for remote work while also encouraging in-person collaboration typically three days each week.

Is knowledge of another European language beneficial for this position?

Yes, knowledge of another European language is considered a plus for this position.

What will the successful candidate be responsible for in the CMBS rating process?

The successful candidate will provide support in underwriting commercial real estate loans in accordance with Morningstar DBRS's European CMBS rating methodology, conduct credit analysis, and monitor cash flow assumptions for various property types.

What kind of analytical skills are expected from candidates?

Candidates should demonstrate analytical abilities with a high attention to detail and a curiosity to develop new applications and perform complex analyses proactively.

Our mission is to empower investor success.

Finance
Industry
5001-10,000
Employees
1984
Founded Year

Mission & Purpose

Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and realtime global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $246 billion in assets under advisement and management as of Dec. 31, 2022. The Company operates through wholly- or majority-owned subsidiaries in 32 countries.